Filings through .
No flags tripped on the 2025 filing.
This section compares the plan with plans of the same size, type and industry, and shows how it moved year over year.
We rank each metric against plans of the same size, type and industry.
Peer percentiles for 6 metrics are on Pro. Pro is free for 7 days and then costs $49 a month.
Showing the 2025 filing, 1 of 10 years on record. Charts need 3 years.
Older filings: assets, participants, contributions and return for each year are on Pro.
9 more years of history are on Pro. Pro is free for 7 days and then costs $49 a month.
$26K in admin expenses, $134 per participant (all participants, line 6f).
This section lists the funds on the plan's investment schedule and what changed since the prior filing.
17 funds of $250K or more; 18 lines in all, holding $15.4M of the plan's $16.4M. Recordkeeper: Empower.
Target-date series: T. Rowe Price Retirement Blend, mutual fund, 44% of fund dollars
| Fund | Dollars | % of funds% |
|---|---|---|
| T. Rowe Price Retirement Blend T. Rowe Price · Mutual fund Target-date, 10 vintages | $6.7M | 43.6% |
| Large Cap Growth / Jennison Fund Prudential (PGIM) · Mutual fund | $2.0M | 12.7% |
| Empower S&P 500 Index Separate Acct (IS) Empower · Mutual fund IndexRecordkeeper's own fund | $932K | 6.0% |
| Northern Trust Collective All Country World ex-US Investable Market Index Fund Northern Trust · Collective trust Index | $900K | 5.8% |
| American Funds Washington Mutual R6 Capital Group · Mutual fund | $716K | 4.6% |
| T. Rowe Price QM US Small-Cap GR EQ I T. Rowe Price · Mutual fund | $628K | 4.1% |
| NT Aggregate Bond Index Fund Northern Trust · Collective trust Index | $600K | 3.9% |
| Prudential Core Plus Bond Fund Prudential (PGIM) · Mutual fund | $554K | 3.6% |
| MFS International Equity CIT Class CT MFS (Sun Life) · Collective trust | $448K | 2.9% |
| MFS Mid Cap Growth Fund CT MFS (Sun Life) · Collective trust | $441K | 2.9% |
| Fund | Manager | Vehicle | Dollars | % of funds |
|---|---|---|---|---|
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro | ||
| Name available on Pro | Dollar amount available on Pro | Percentage available on Pro |
8 more funds in this lineup: name, manager, vehicle, dollars and share are on Pro.
Added 2 funds, dropped 1 fund, likely replaced 4 funds. Moved to another target-date series.
| Fund | Year-end value |
|---|---|
| Target-date switchFidelity Freedom Blend 2035 Trust to T. Rowe Price Retirement Blend 2035 Fund | $5.0M to $6.4M |
| ReplacedHighVanguard Institutional Index Fund Institutional Plus Shares to Empower S&P 500 Index Separate Acct (IS) | $524K to $932K |
| ReplacedHighVanguard Total International Stock Index Fund Institutional Shares to Northern Trust Collective All Country World ex-US Investable Market Index Fund | $557K to $900K |
Stable value and insurance contract lines, renames and class changes are not counted.
Changes of at least $250K and 0.1% of the plan between the 2024 and 2025 filings. Values are year-end holdings. They do not show money moved.
8 more lines and 5 more changes in this lineup are on Pro. Pro is free for 7 days and then costs $49 a month.
Covers 71,410 large plans that list their funds in their annual filing. Updated Nov 6, 2026. Shares describe these plans, not the whole market.
This section shows who is paid to serve the plan, who audits it and who signs the filing.
Top 4 by compensation.
| Provider | Compensation |
|---|---|
ACEC RETIREMENT TRUST4 years Service code 99 1510 WOODSTOCK ROAD · ROSWELL, GA 30075-2132 Other Fees | $20,764 |
COASTAL PENSION SERVICES3 years Service code 13 7230 LEE DEFOREST DRIVE · COLUMBIA, MD 21046 Contract Administrator | $5,000 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ADVISORY GROUP LLC Service code 28 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Investment Management | $4,467 |
EMPOWER ADVISORY GROUP, LLC4 years Filed as: EMPOWER ANNUITY INSURANCE CO OF AME Service code 64 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 Recordkeeping Fees | $1,590 |
The auditor signed off without reservation. This is the cleanest opinion.
Plan features from the filing, actuarial disclosures and related pages.
7 feature codes on the 2025 filing.
3 contacts
11 filings · 2015 to 2025